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We've just released a series of updates to help you keep your accounts clean and speed up sending out agency statements 👏
Check them out below, and as always - if you have any questions, we’re only a few clicks away!
✉️ E-mailing out agency statements just got easier 📬
Use the configurable “Email agency statement” button on the Agency accounting screen to quickly send out your monthly statements to your accounting contact at the Agency.
💵 Third party payments 💰
Now there is an easier way to handle cases when the agent pays the carrier directly. No need to create multiple $0 endorsements or manual journals.
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